Personal CFO Solutions LLC Takes $18.41 Million Position in Innovator Defined Wealth Shield ETF $BALT

Personal CFO Solutions LLC acquired a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 550,278 shares of the company’s stock, valued at approximately $18,415,000. Innovator Defined Wealth Shield ETF accounts for 2.6% of Personal CFO Solutions LLC’s investment portfolio, making the stock its 4th largest holding. Personal CFO Solutions LLC owned approximately 1.18% of Innovator Defined Wealth Shield ETF as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. lifted its position in shares of Innovator Defined Wealth Shield ETF by 46,021.3% during the 4th quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock valued at $134,909,000 after acquiring an additional 4,017,200 shares during the period. Osaic Holdings Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 4.8% in the 4th quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock worth $81,802,000 after acquiring an additional 111,344 shares during the period. Raymond James Financial Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 24.5% in the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after acquiring an additional 413,938 shares during the period. Cetera Investment Advisers increased its stake in Innovator Defined Wealth Shield ETF by 22.7% in the 4th quarter. Cetera Investment Advisers now owns 1,528,969 shares of the company’s stock valued at $51,236,000 after purchasing an additional 282,713 shares in the last quarter. Finally, Lee Johnson Capital Management LLC increased its stake in Innovator Defined Wealth Shield ETF by 70.7% in the 1st quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock valued at $46,950,000 after purchasing an additional 580,979 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $34.30 on Thursday. The stock has a fifty day moving average price of $34.15 and a 200 day moving average price of $33.82. The stock has a market cap of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1 year low of $32.13 and a 1 year high of $34.36.

Innovator Defined Wealth Shield ETF Company Profile

The Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF over a three-month outcome period. The actively managed fund holds flex options. BALT was launched on Jul 1, 2021 and is managed by Innovator.